See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,492 | $177,572-23.1% | $154,803-11.8% | $142,382-4.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.70% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,347 | $4,810-30.4% | $4,305-22.3% | $4,299-22.2% |
| Participant deferral / active EE | $12,325 | $6,272+96.5% | $5,540+122.5% | $6,507+89.4% |
| Admin fee / account holder | $9,791 | $16,786-41.7% | $14,329-31.7% | $12,624-22.4% |